Practical analysis for investment professionals

Philosophy


Equity Risk Premium Forum: MMT, Looking Back, Looking Ahead

"There’s one aspect of MMT that I have some sympathy for: the notion that what we spend money on is far more important than how we finance it." — Cliff Asness

Equity Risk Premium Forum: The Stock/Bond Correlation Switch-Up

"Has the hedge property overtaken the investment property of fixed-income assets?"

Book Review: The Case for Long-Term Value Investing

Jim Cullen presents the value strategy and explains how to apply it in any type of market.

A Tale of Two Suits: The Three Capitals of Career Success

Eric Sim, CFA, explains how human capital, financial capital, and social capital helped build his career in finance.

Equity Risk Premium Forum: Gloom Looms?

“How many here think the next 10-year equity returns are going to be below the long-run average? I certainly do. Is there anyone here who doesn’t?”

Outperformance Ain’t Alpha

Outperformance and alpha are not exactly the same thing. So, how do we explain the difference?

Equity Risk Premium Forum: Term Structure, Mean Reversion, and CAPE Reconsidered

Does the equity risk premium (ERP) vary depending on the term structure? Does reversion to the mean dictate that it will decrease the longer the time horizon?

Book Review: Your Essential Guide to Sustainable Investing

Larry Swedroe and Samuel Adams's book is a good starting point for those seeking to understand the history and current practices of sustainable investing.

DC 2.0: Three Paths to More Equitable Retirement Programs

How can we create better retirement outcomes for employees and help our organizations achieve DEI-related goals?



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